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Summary
Instructions for setting up a dashboard in TeamDynamix Work Management, for managing tickets and queues. Article is for technicians working in TDx Work Management.
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Summary
This article shows how to set up the Application Level Dashboard for use in a TDx ticketing or other application, e.g. Human Resources, Information Technology, Enrolment Centre, etc. A TeamDynamix application dashboard is an area where reports or "queues" can be viewed and monitored. The dashboard also serves as a way to view and organize work in TeamDynamix. This article is for technicians working in TDx Work Management.
Overview
This text part of this article focuses on how to set up an Application Level Dashboard, enabling users to create customized views of their Work Management data.
You can build dashboards by combining out-of-the-box widgets with custom reports.
- Application Level Dashboards can pull information from within that specific application only. View these dashboards by opening any individual Application tab.
- Platform Level (Global) Dashboards can pull information from anywhere in Work Management. View these dashboards under the " Home" tab at the top left in TDx Work Management.
- Note: Your Desktop app with its desktops from prior versions of TDNext, if you had any, was migrated to the " Home" tab on May 31, 2025.
Since the process for for setting up Global Dashboards in TeamDynamix is almost identical to the process to set up Application Level Dashboards, video instructions are included and will demonstrate the basic process. If written instructions are preferred, see the How-to section just below the video.
How-To
Task: To Customize your Application Level Dashboard.
Instructions
Step 1 - In TDX Work Management, click "View Applications" then select an application, e.g. Client Portal, Marketing, Printshop, ext.
Step 2 - Click on " Edit Dashboard" in the top menu bar.
Step 3 - This will take you to the Edit Dashboard page. By default, dashboards start with only one row in the "50% | 50%" layout.
Step 4 - On the Edit Dashboard page, you can:
- Change row layout by clicking the "
Change Row Layout" icon.
Add a new row by clicking the " + Add Row" icon.
Step 5 - For Rows & Layout, select the desired settings. If you are unsure, we recommend:
- Row 1: 50% | 50% layout
- Row 2: 100% layout
Step 6 - Add widgets (Reports) by clicking "Add Widget".
- Only reports & widgets from the TDx Application you are in will appear in the list.
- Report access varies based on the permissions set for each user.
- Reports are also referred to as "queues" because they are used to monitor incoming work and manage tickets.
Step 7 - Search and select your widgets.
Step 8 - Once you add a widget, you will see more options to adjust the layout:
- Plus Symbol (above and below) - Add a new widget above or below the current one
- Up Arrows - Move the widget up
- Down Arrows - Move the widget down
- Remove Widget - Remove the widget from the dashboard layout. It can be added again later, if desired.
- View Report Details - See additional details about this report.
Notes:
- When viewing a dashboard, click the black "information (i) icon" to see report details of any custom report. This will show you what filters were applied to select items to display, and the sort order (column ordering) of the results.
- There is no information icon for TeamDynamix out of the box dynamic widgets.
- Use the "Refresh" icon on any individual report to manually update the data in that report only.
Outcome
You should be able to customize your application level dashboard to fit your specific needs.